FRAAX Mutual Fund

FRAAX Mutual Fund

NAV$59.83
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Returns Overview

1 Month
+2.52%
3 Months
-2.40%
6 Months
+11.16%
YTD
+7.89%
1 Year
+8.94%
3 Years (annualized)
+16.83%
5 Years (annualized)
+5.07%
10 Years (annualized)
+14.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRAAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.89%
Peer Avg (YTD)
+8.51%
vs Peers
-0.62%

FRAAX Mutual Fund Performance

FRAAX performance across multiple time periods: 1-month 2.52%, YTD 7.89%, 1-year 8.94%, 3-year 16.83%, 5-year 5.07%, 10-year 14.09%.

FRAAX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

FRAAX vs another fund shows side-by-side returns. FRAAX alternatives are available in the Mutual Fund Screener.